Today, the national team came out to work again, looking at the trading volume of the CSI 300 ETFPresents a very regular intermittent volumeThe national team came out to protect the disk. Hong Kong stocks without a national team next door have fallen in an uproar, and the AH premium index is **25% and today this 2The 5% premium was bought by the national team.
The reason for the weakening of the market is related to the two sessions during the dayThe stimulus that the market was expecting was disappointed. Economic growth in 2024The target is set at 5%, the deficit rate is 3%, and the consumer consumption index is 3%.Same as last year.
One of the most concerned isThe deficit size target is set at 406 trillion yuan, the actual value last year was 488 trillion yuan,The expectation of water release was disappointed. After seeing the economy open high and low last year, it still formulated conservative economic expectations, and the market was of course a little disappointed.
However, in actual operation, everyone only cares about economic growth dataOnce the GDP target is met, it will be possible to cover up the shortcomings of the rest of the economic goalsIn fact, only one of these three data was achieved last year, and GDP growth in 2023 is 52% and a deficit rate of 38%、cpi 0.2%, and the target is still far behind, especially the CPI target, set 3% is an old tradition for many years, the actual data is difficult to implement according to the target, and the deficit rate last year is the same.
Therefore, these economic goals set every year only need to look at GDP, only which one is the real KPI at all levels, and failure to achieve it will affect promotionThe rest of the goals can be flexibly adjusted according to the actual situation.
Today's meeting also mentioned the state-owned new energy vehicles, mainly the three central enterprise automobile factories, Dongfeng, FAW and ChanganIn the past, the assessment was the short-term profitability level, but now it is necessary to look at the long-term goals, assess the market share, and assess the technical content and future development of the car company. Today, this part of the A-share car companies rose sharply, while the Hong Kong stock car companies did not react. Obviously, the assessment standards have become stricter, how can a sentence from the State-owned Assets Supervision and Administration Commission of the peer unit release the competitiveness of state-owned car companies, and the speculation of A-shares is illogical.
Flatbread is just one step away from an all-time high of 69,000 todayThe total market value of the entire cryptocurrency is still 20% away from the new high, only the pie ran out in advance, the money-making effect of the crypto market is mainly driven by those altcoins, and the rise of dozens of times is easy to attract new leeks.
This round of global asset bull market,It all started with the peak of the dollar index in October last yearDuring the period, the capital markets of various countries are soaring, and the 4 percentage points of the dollar index, global assets have appreciated by at least a few trillion dollars. In the future, the Federal Reserve will only cut interest rates, and the dollar index may weaken further.